Visited @NIOGlobal factory in Hefei with NIO Capital CEO Ian Zhu & a small group I brought. No cameras in the actual factory but just want to offer a few highlights for those who can and want to reflect.


The factory is of course full of robotic arms & single-task robots. They've figured out using one production line to produce different models/colours of cars. I can't imagine the engineering complexity & precision to pull this off. We saw each car on the finishing line was different colours/models. This is a significant manufacturing breakthrough.

1. By far the most logical, systematically well-developed argument on why/how the vast majority of PMs/CEOs fundamentally misunderstood the paradigm shift happening right be4 our eyes by misunderstanding China, by @gave_vincent of @Gavekal. Make it viral.
research.gavekal.com/article/prejud… 2. Louis argues COVID travel restrictions, negative data sample biases, media intentions, & prejudice towards Asians in general throughout history are plausible explanations for the blind spot. I'm proud to call @gave_vincent a friend, but let's face it: prejudice is the foundation above all.

THREAD: super excited - You.com launches 🚀 today!! So glad @RichardSocher & the team dare to reimagine search engine!! I’ve been using beta for a couple of months and can’t go back to google or other search engines any more. Amazing UI/UX, and crypto-native: 1) If you code, it has build-in AI-empowered auto code-completion: 2)

This is brilliant. What’s your answer? Hint: for these who chose 0%, effectively you had 25% chance to get it right. But if you choose 25%, it’d become 50% chance, then you choose 50%, effectively it becomes 25% again. It’s a paradox. We could argue about this for years 😅

New year eve again. Here is my 2020 book dump.

An unusual year, a humbling year. So much unknown and so much to learn. I’m thankful for the wisdom and insights from the great books I’ve read this year. Here are some highlights. (THREAD) 1/ History books:

The Anarchy by @DalrympleWill (abt East Indian Co. - astonishing)

The Great Influenza by John Barry (DYK Spanish Flu likely started in Dallas, but Sedition Act in the US at the time made publishing negative news a crime?) 2/

It’s 9am. Still windy, but #TyphoonManghkut has passed. Since my THEAD yesterday abt the typhoon went viral, I now would like to show how amazing this city is: efficient, undeterred, hardworking, resilient. Fellow HKers pls feel free to add to this thread! #HKSpirit People lining up for bus to go to work 12 hours after the worst storm in the world this year hit this city. #HKSpirit

Starting a thread of various videos today in HK and Shenzhen as the world’s strongest storm #TyphoonManghkut wiping our cities. (Videos are not mine but collected from messages doing the rounds w WhatsApp and WeChat) Someone’s apartment in the east side of HK

@katherineykwu I get into such arguments with westerners routinely as well, most of them have not spent much time in China at all. @naval is very insightful but on this argument he’s flawed. China now has 1bn smartphone users. For many startups to spread their innovations - 1/

https://twitter.com/katherineykwu/status/1036727827511615488

To the province next door w same language & similar markets makes more commercial sense than going overseas. Most of the western innovations are originated in a much smaller market so to spread beyond national boundaries is inate and needed. 2/